Document Types - Document Types - E-Forms - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/E-Forms/Foundation-23.1/E-Forms/Configuration/Configuration-Overview/Privileges/Document-Types - 2026-02-26

E-Forms

Platform
OnBase
Product
E-Forms
Release
Foundation 23.1
License
Premier
Standard
ft:locale
en-US

In order to process documents as specific Document Types, as well as view the documents that have been processed into the OnBase system, the user group must have rights to the Document Types. This is done under the Document Types button. Highlight the Document Types or groups on the left and click Add to select.

Assigning Document Types dialog box with available Document Types and Document Type Groups on the left and an "Add" button to add them to the selected Document Types and Document Type Groups on the right.